Transforming The Customer Experience

Transforming The Customer Experience

In a world of instant gratification, customers expect more from the businesses they patron. That’s why you need a CRM solution that’s more than just a CRM platform. You need an all-in-one business management solution to streamline and connect business processes with customer experience. It’s the way of the future for a demanding generation of customers. Deliver the level of service and experience they deserve with Microsoft Dynamics 365.

This all-in-one Enterprise Resource Planning (ERP) business management solution will help connect your financials, sales, service, and operations to streamline business processes, improve customer interactions, and make better decisions.


Manage Your Financials

  • Make informed decisions: Connect data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart financial performance in real time with built-in Power BI dashboards.
  • Accelerate financial close and reporting: Streamline accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.
  • Improve forecast accuracy: Refine financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.

Automate and Secure Your Supply Chain

  • Optimize inventory levels: Use built-in intelligence to predict when and what to replenish. Purchase only what you need with dynamically updated inventory levels.
  • Avoid lost sales and reduce shortages: Maintain the right amount of inventory by automatically calculating stock levels, lead times, and reorder points. Suggest substitutes when requested items are out of stock.
  • Maximize Profitability: Get recommendations on when to pay vendors to use vendor discounts or avoid overdue penalties. Prevent unnecessary or fraudulent purchases through approval workflows.

Sell Smarter and Improve Customer Service

  • Deliver value at every touch point: Prioritize sales leads based on revenue potential. Keep track of all customer interactions and get guidance on best upsell, cross-sell, and renewal opportunities throughout your sales cycle.
  • Boost sales productivity: Accelerate the quote to cash process. Act quickly on sales-related inquiries, manage service requests, and process payments—all from within Outlook.
  • Deliver exceptional service: Gain a comprehensive overview of your service tasks, workloads, and employee skills to effectively assign resources and accelerate case resolution.

Keep Projects on Time and on Budget

  • Stay on budget: Create, manage, and track customer projects using timesheets along with advanced job costing and reporting capabilities. Develop, modify, and control budgets to ensure project profitability.
  • Plan with precision: Manage resource levels by planning capacity and sales. Track invoicing for customers against planned costs on orders and quotes.
  • Analyze project performance: Make effective decisions with real-time insight on project status, profitability, and resource-usage metrics.

Optimize Your Operations

  • Manage forecasting to fulfillment: Use sales forecasts and expected stock-outs to automatically generate production plans and create purchase orders.
  • Run your warehousing efficiently: Get a holistic view of inventory for efficient order fulfillment. Track every item transaction and movement by setting up bins based on warehouse layout and storage unit dimensions.
  • Reach optimal output levels: Calculate and optimize manufacturing capacity and resources to improve production schedules and meet customer demands.

Protect Your Data and Support GDPR Compliance

  • Respect your customers’ privacy: Use built-in privacy-by-design and privacy-by-default methodologies to help your business comply with the General Data Protection Regulation (GDPR). Grant and restrict access to personal data on multiple levels and enable audit trails to ensure security and accountability.
  • Handle, store and transmit data securely: Move and store personal data freely across your systems while protecting it from unauthorized access with Microsoft datacenters’ automatic encryption.

Run Your Business Anywhere

  • Choose cloud, on-premise or hybrid deployment: Business Central runs where you need it, in the cloud or on-premises, with the same user experience no matter how you deploy.
  • Take your business on the go: The mobile version of Business Central supports both cloud and on-premise users with a consistent, modern experience across Windows, Android, or IOS devices.

Microsoft Dynamics 365 Business Central Dashboard
Microsoft Dynamics 365 Business Central Dashboard

Customer Success Story: 24 Hour Fitness

Just about everybody wants to get fit, but there are as many paths to fitness as there are people embarking on the journey. 24 Hour Fitness stands out in a crowded wellness industry not just for its innovative approach to fitness but for its personalized approach to member services. The company is applying data analytics to member marketing by connecting Microsoft Dynamics 365 with Adobe Experience Cloud hosted on Microsoft Azure to personalize marketing messages to millions of members at its 400-plus US health clubs. By connecting marketing and sales data, 24 Hour Fitness is reaching people in exciting new ways, bringing in record numbers of members, and helping more people reach their fitness goals.

It’s a tall task for any health and wellness business to keep people on track with their fitness goals. In many cases, life intervenes and fitness can get pushed to the bottom of the priority list. 24 Hour Fitness uses tech to set themselves apart from the competition by making their customers’ experience personal and engaging so they keep coming back.

With Microsoft Dynamics 365 and Adobe Experience Cloud, we’re able to meet customers wherever they are—with the activities that they’re interested in to achieve their personal fitness goals.

Jenn Galantini: Director of Acquisition Marketing | 24 Hour Fitness

Email Oakwood Systems Group today to find out more on how we can help you integrate Dynamics and other Microsoft solutions to get a leg up on the competition and ensure your customers are getting the personalized experience they deserve.

Azure Has You Covered

Azure Has You Covered

One thing that makes Azure unique is its ability to handle nearly any situation. If you’re not ready to completely move to the cloud, no problem. Azure has hybrid options that let you get your foot in the door and build on it. If you’re running an app or system that requires multiple capabilities, Azure has seamless integration across its different service offerings that can fit every need. The possibilities are endless.

What exactly is Azure? Flying at a high level, it may look like only a cloud, but delve under the surface, and you’ll discover an entire world of integrated offerings. When SitePro was looking to move their operations from on-premises physical servers, they needed a system that could handle the multiple elements of their innovative turnkey application. They found all these capabilities through Azure. 

SitePro utilizes multiple services, including Azure App Service, Azure Cosmos DB, and SQL Database, to handle the various aspects of their application and their business. This simplicity reduces cost and improves user experience.  

With service offerings spanning everything from AI to Developer Tools, we’ve got your needs covered, whatever they may be. Azure is perfect for that period of transition from your on-premises servers to the cloud and built-in top-of-the-line security and compliance.


Contact Oakwood today and learn more about how Azure can streamline your business while saving you money along the way.

The Power of Backing Up in Azure

The Power of Backing Up in Azure

Data has never been more critical to your enterprise as it transforms in this digital world. Azure Backup helps you retain rapidly increasing amounts of data while keeping storage costs low. It makes it easy for you to backup and restore your most important information when the unexpected happens. As ransomware attacks increase, built-in protection from Azure keeps your data safe. Azure Backup gives you a cost-effective, simple and secure backup solution that protects your data.


Benefits of Azure Backup: Simple, Secure & Cost-Effective

Setting up Azure Backup for your virtual machines can be accomplished in just three steps. Once the initial backup is completed, only incremental changes are sent based on a defined schedule. You can then retain your backups for as long as your compliance(s) require.

Built-in protection against ransomware helps you protect your data from unauthorized requests to delete your backups. Before ransomware has the chance to corrupt your data, you’ll be notified so you can save your data.

Store your backups in Azure instead of an offsite to reduce infrastructure costs. Pay for what you use in Azure.


Additional Key Benefits

  • SaaS pay-as-you-go service
  • Have the latest backup of your data whenever you need it at no additional cost
  • Support for VMware, Hyper-V, Linux and Windows in Azure and on-premises
  • Avoid the complexity of managing on-premises infrastructure
  • Safeguard your backups from ransomware with one-click multifactor authentication
  • Retain unauthorized deleted backups to give you time to investigate and recover your data

Simple and secure cloud-based backup

  • Hybrid and heterogeneous – Protect your data from Azure no matter where it resides – in the cloud or onpremises. Support for virtual machines running on VMware, Hyper-V, Linux and Windows.
  • Flexible – Scale protection to just a few files and folders or multiple virtual machines in a few clicks. Restore individual files and folders or virtual machines from Azure when you need them the most.
  • Efficient – Eliminate the challenges of getting started with your backup solution. With no need to provision storage, enable backup for your virtual machines running in Azure in a few minutes.
  • Fast – View your backups from Azure and onpremises in one centralized location to quickly decide what needs to be restored to keep business operating as normal.
  • Compliant – Export Power BI reports to understand information about your backups. Ensure you are meeting your industry’s unique compliance requirements.
  • Safe – Receive instant notifications of suspicious backup activities so you can take action. Generate a security PIN required to complete critical backup operations for an additional layer of protection.

We don’t have to worry about managing space on expensive purpose-built backup storage systems. We have no tape costs, management costs, nothing. Backup is dramatically cheaper with Azure.

Sean DeLessio Lead Engineer Russell Reynolds Associates

Even with the cost of adding a Data Protection Manager server to each jobsite, Azure Backup is cheaper than our previous solution—one quarter the cost. The savings increase with every gigabyte of data we add.

Chris Palmer Solutions Architect PCL Construction

By using long-term Azure Backup to eliminate tape, we could save US$20,000 annually,” Karabiber says. “We also avoided the need to build or rent an off-site backup location at a cost of $50,000.

Kerem Karabiber IT and Business Development Manager Kardem

The process for backing up data can seem complicated. With the increased importance of data in the digital age, isn’t it time you integrated a solution that helps you safeguard your data? At Oakwood Systems Group, Inc., we know how tough it can be to safeguard your data. That’s why we’re here to help.


Contact Us Today!

Streamline Data Management and Turn Communication Challenges into Opportunities

Streamline Data Management and Turn Communication Challenges into Opportunities

After several acquisitions and quick growth from a small and nimble company to a much larger group of properties and brands, Red Lion Hotels Corporation needed to digitally transform.  

Using Dynamics 365 and Microsoft Teams, they improved employee connectivity and unified two legacy data management systems into a single, customized platform, addressing data-quality concerns and improving customer satisfaction.  

At Oakwood Systems Group, Inc., we realize that technology affects not only companies, but also owners, staff, and customers. To learn how your organization can leverage smart technology to simplify your business and improve customer and employee relationships, contact us today.